MGB Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$183K Buy
1,272
+2
+0.2% +$289 0.05% 231
2025
Q3
$179K Hold
1,270
0.05% 236
2025
Q2
$161K Hold
1,270
0.05% 228
2025
Q1
$131K Hold
1,270
0.05% 223
2024
Q4
$148K Hold
1,270
0.05% 211
2024
Q3
$143K Hold
1,270
0.05% 205
2024
Q2
$148K Buy
1,270
+500
+65% +$52.6K 0.06% 202
2024
Q1
$80.2K Hold
770
0.03% 213
2023
Q4
$74.1K Buy
+770
New +$68.5K 0.04% 210

Other funds holding XLK

MGB Wealth Management's XLK Position: Q4 2025 in Review

MGB Wealth Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.16% in Q4 2025, buying an estimated $289 and bringing the position to 1,272 shares worth $183K. The position accounts for 0.05% of the portfolio, ranked #231.

MGB Wealth Management first reported a position in XLK in Q4 2023 and has held it in 9 quarters since. 2,482 funds tracked by Wall St. Rank hold XLK as of Q4 2025.

  • MGB Wealth Management held 1,272 shares of State Street Technology Select Sector SPDR ETF worth $183K as of Q4 2025.
  • MGB Wealth Management bought 2 State Street Technology Select Sector SPDR ETF shares in Q4 2025, an estimated $289.
  • State Street Technology Select Sector SPDR ETF made up 0.05% of MGB Wealth Management's portfolio in Q4 2025, its #231 holding.
  • MGB Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 9 quarters since.
  • 2,482 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.